SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,280 | -58.3% | 4,000 | -58.3% | 0.12% | -56.2% |
| Q2 2023 | $881,747 | -49.9% | 9,603 | -49.9% | 0.26% | -52.3% |
| Q1 2023 | $1,761,291 | -31.8% | 19,182 | -32.1% | 0.56% | -38.2% |
| Q4 2022 | $2,583,021 | +34.3% | 28,239 | +34.5% | 0.90% | +31.4% |
| Q3 2022 | $1,923,000 | +5.1% | 21,000 | +5.0% | 0.68% | +8.7% |
| Q2 2022 | $1,830,000 | +21.3% | 20,000 | +21.2% | 0.63% | +39.8% |
| Q1 2022 | $1,509,000 | +17.8% | 16,500 | +17.9% | 0.45% | +37.6% |
| Q4 2021 | $1,281,000 | -33.3% | 14,000 | -33.3% | 0.33% | -29.7% |
| Q3 2021 | $1,920,000 | – | 21,000 | +10.5% | 0.46% | – |
| Q2 2021 | $0 | -100.0% | 19,000 | +18.8% | 0.00% | -100.0% |
| Q1 2021 | $1,465,000 | -12.7% | 16,000 | -12.8% | 0.40% | -19.9% |
| Q4 2020 | $1,679,000 | +20.8% | 18,350 | +20.8% | 0.50% | -4.4% |
| Q3 2020 | $1,390,000 | +96.9% | 15,188 | +96.9% | 0.52% | +91.6% |
| Q2 2020 | $706,000 | -23.3% | 7,715 | -23.2% | 0.27% | -37.4% |
| Q1 2020 | $920,000 | +28.3% | 10,042 | +28.0% | 0.44% | +50.0% |
| Q4 2019 | $717,000 | -37.1% | 7,847 | -36.9% | 0.29% | -41.7% |
| Q3 2019 | $1,139,000 | -1.0% | 12,438 | -1.0% | 0.50% | +0.6% |
| Q2 2019 | $1,151,000 | – | 12,567 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| St. Louis Financial Planners Asset Management, LLC | 913,362 | $83,545,268 | 66.87% |
| Second Half Financial Partners, LLC | 1,100,976 | $101,091,629 | 50.35% |
| Constant Guidance Financial LLC | 383,711 | $35,088,468 | 46.33% |
| Fortis Group Advisors, LLC | 959,274 | $88,080,577 | 27.00% |
| Lake Hills Wealth Management, LLC | 283,066 | $25,991,120 | 26.30% |
| Impact Partnership Wealth, LLC | 900,539 | $82,687,462 | 25.73% |
| Cypress Capital, LLC | 826,581 | $75,896,677 | 23.29% |
| SYKON CAPITAL LLC | 563,865 | $51,774,084 | 22.17% |
| Spartan Planning & Wealth Management | 196,662 | $18,057,505 | 21.16% |
| UDINE WEALTH MANAGEMENT, INC. | 226,895 | $20,833,499 | 20.15% |